Mitsubishi Heavy Industries (MHI) and Spain's Ingeteam have signed a non-binding Memorandum of Understanding (MoU) to build energy infrastructure for the US data center market, pairing MHI's power and cooling systems with Ingeteam's power electronics as AI workloads strain grid capacity.

The deal, announced by both companies, covers distribution, integration, and joint development of advanced energy infrastructure solutions. It targets what the partners call the defining problem of the AI buildout: power quality and grid integration, not just raw megawatts.

What does the MoU actually cover?

The agreement combines two complementary portfolios:

• MHI brings integrated power, cooling, and energy management experience across its group companies.
• Ingeteam contributes rotating electrical machines, power electronics, control and automation, and digital technologies.

Ingeteam's catalog spans electrical generators, advanced power electronics architectures, battery energy storage systems (BESS), power quality and grid stability technologies, and EMS/SCADA control platforms (energy management and supervisory control systems used to run grid-connected sites).

Under the MoU, the companies will expand access to Ingeteam's power conversion solutions and related software in the US market. They'll also explore folding selected Ingeteam technologies into energy infrastructure architectures that MHI Group develops for its own customers.

Beyond that, the partners plan to evaluate further collaboration areas, including advanced medium-voltage distribution technologies, energy management systems, and other emerging solutions for high-density computing environments. All of it remains subject to further technical and commercial evaluation — the MoU is non-binding, so nothing here is a firm product commitment yet.

'The challenge is no longer just securing power'

MHI framed the deal around AI's specific power-quality demands rather than generation capacity alone.

"The challenge is no longer just securing power. It is delivering high-quality, reliable power to support AI workloads," said Shin Gomi, senior general manager of MHI's Data Center & Energy Management Department. "Ingeteam's depth in power electronics and power conversion strengthens our ability to deliver complete, reliable solutions for our US data center customers developing AI data centers."

Ingeteam's chief executive positioned the alliance as a grid-to-facility bridge for US customers.

"This alliance lets Ingeteam bring our power electronics and grid expertise to US data centers alongside a partner with deep systems-engineering capability. Together, we can provide a bridge between the electric grid and next-generation AI infrastructure, enabling customers to scale computing capacity while maintaining reliability and efficiency," said Adolfo Rebollo, CEO of Ingeteam.

Why MHI needs partners now

MHI is one of the world's largest gas turbine manufacturers, and its order book reflects the data center power crunch. Operators and the utilities serving them have scrambled to cover massive power shortfalls, pushing orders for MHI's energy system unit up roughly 40 percent over the past year, to 3.6 trillion yen (about $23 billion).

That demand has created its own problem. In May, MHI announced an overhaul of its gas turbine production process, aiming to improve efficiency in gas turbine combined-cycle systems and shrink a growing order backlog.

What does this change for US operators?

In the short term, little. The MoU is a framework, not a product launch, and the flagged collaboration areas — medium-voltage distribution, EMS, grid-stability tech — still need technical and commercial evaluation.

The medium-term signal matters more. AI data centers increasingly fail not on generation but on power quality: voltage stability, harmonic distortion, and grid-code compliance for dense compute clusters. An MHI-Ingeteam stack that couples turbines and cooling with converters, storage, and SCADA-level control would target exactly that gap.

For US operators planning AI capacity, the deal adds another integrated supplier option in a market where queue positions, interconnection delays, and equipment lead times — gas turbines among them — still set the pace of buildout.